As defined by the Articles of Incorporation and Bylaws, the President and CEO, Leadership Team, and other executives report to our Board of Governors, which is the highest governing authority and is responsible for defining our vision, mission, and strategies.

The Board of Governors is the most senior corporate body, with ultimate responsibility for the strategy and the management of the organization. It works in conjunction with the Leadership Team, composed of staff members who manage their respective divisions.

Board of Governors

Executive Chairs

Chair, Low, Aaron, CFA

Aaron Low, CFA

Lumen Advisors
One Raffles Quay, Level 25, North Tower
Singapore 048583, Singapore

Tel: +65 6232-2798

Aaron Low, CFA, is principal of Lumen Advisors in San Francisco and Singapore, where he manages emerging markets macro long/short funds and oversees Lumen’s operations in Asia. Previously, Mr. Low was a senior portfolio manager and head of Asia-ex-Japan [+]

Vice Chair, Hamilton-Keen, Beth, CFA

Beth Hamilton-Keen, CFA

Mawer Investment Management
900, 603-7 Avenue SW
Calgary AB T2P 2T5

Tel: +1 (403) 267-1967

Beth Hamilton-Keen, CFA, is a director of private client portfolio management at Mawer Investment Management Ltd., where she advises and manages portfolios for private client and family office clients. She currently sits on the Firm’s Management [+]

Immediate Past Chair, Yang, Charles J., CFA

Charles J. Yang, CFA

T & D Asset Management Company, Ltd.
1-2-3 Kaigan
Minato-ku, Tokyo 105-0022

Tel: +81 (3) 3434-5510

Charles J. Yang, CFA, is the chief investment officer of T&D Asset Management, which is the asset management arm of T&D Holdings, a listed company in Japan that focuses on the life insurance business. Previously, he worked for the asset [+]

Committee Chairs

Audit and Risk Committee Chair, McLean, Colin, FSIP

Colin McLean

7 Castle Street
Edinburgh, EH2 3AH
United Kingdom

Tel: +44 (0) 131-226-6699

Colin McLean, FSIP, is CEO of SVM Asset Management Ltd., an independent fund management group based in Edinburgh, UK, which he founded in 1990. SVM specializes in UK, European and Global equities. Prior to founding SVM, Mr. McLean was managing director [+]

External Relations and Volunteer Involvement Committee Chair, Koksal, Attila, CFA

Attila Koksal, CFA

Unlu Securities
Ahi Evran Cad. Polaris Plz, B Blk No: 1 Kat: 1
34398 Maslak - Istanbul

Tel: +90 (212) 367-3896

Attila Koksal, CFA, is a board member of Unlu Securities, Turkey’s leading investment house. Unlu Securities is the market leader in corporate finance advisory transactions, specializing in cross-border mergers and acquisitions in Turkey. Mr. Koksal [+]

Planning Committee Chair, Jenkins, Robert, FSIP

Robert Jenkins

London Business School
Regent's Park
London NW1 4SA
United Kingdom

+44 (0) 20 7286-7238

Robert Jenkins, FSIP, is a former banker, fund manager and regulator. He is currently a teacher, board director and public policy advocate. Mr. Jenkins was a senior executive at CitiGroup where he ran the bank’s trading and sales activities in Dubai, [+]

Board Members

CFA Institute President and CEO, Smith, Paul, CFA

Paul Smith is president and CEO of CFA Institute.

CFA Institute
23/F, Man Yee Building
68 Des Voeux Road
Central, Hong Kong

Paul Smith is the President and CEO of CFA Institute. Mr Smith was previously the managing director for Asia-Pacific and global head of Institutional Partnerships at CFA Institute. He led the organization’s engagement with key firms, groups, and [+]

Ballocchi, Giuseppe, CFA

Giuseppe Ballocchi, CFA

Chemin-François-Lehmann 28
CH-1218 Le Grand-Saconnex

Tel: +41 (58) 323-2146

Giuseppe Ballocchi, CFA, most recently served as the head of financial engineering and risk analytics at Pictet & Cie in Geneva, Switzerland. He also lectures at the University of Lausanne, where he is a member of the Steering Committee of the Master [+]

Brilliant, Heather, CFA

Heather Brilliant, CFA

Morningstar Australasia Pty Ltd.
Level 36, Australia Square
264 George Street
Syndey NSW 2000 Australia

+61 2 9276 4444

Heather Brilliant, CFA, is co-chief executive officer of Morningstar Australasia. In this role, she leads a team of approximately 125 financial services professionals based in Australia and New Zealand. Ms. Brilliant works closely with global and [+]

Jones, James G., CFA

James G. Jones, CFA

Sterling Investment Advisors
2095 S. Boston Place
Bolivar, MO 65613
United States

Tel: +1 (417) 777-7677

James G. Jones, CFA, is the founder and managing member of Sterling Investment Advisors, LLC, a fee-based private client investment management firm. Mr. Jones was a tenured Assistant Professor of Business Administration at Southwest Baptist University. [+]

Lazberger, Mark, CFA

Mark Lazberger

Level 2, Darling Park 1
201 Sussex Street
Sydney, NSW 2000

Tel: +61 (293) 032-484

Mark Lazberger, CFA, is the chief executive officer for Colonial First State Global Asset Management (‘CFSGAM’). In his role, Mr. Lazberger leads the global asset management business which is a wholly owned division of the Commonwealth Bank of [+]

Lebel, Frederic P., CFA

Frederic P. Lebel, CFA

HFS Hedge Fund Selection S.A.
5, chemin des Rannaux
1297 Founex

Tel: +41 (22) 776-86-33

Frederic P. Lebel, CFA, has been co-CEO and CIO of OFI MGA and owner of HFS Hedge Fund Selection S.A., based in Geneva since 2008. Prior to this, he had been an executive vice president at Lombard Odier & Cie in Geneva in charge of hedge fund [+]

Proctor, Scott, CFA

Scott Proctor, CFA

Capital One
101 Post Street
San Francisco, CA 94108
United States

+1 (302) 468-7768

Scott Proctor, CFA, is the managing vice president of information technology at Capital One in San Francisco, California. He was previously the vice president for Global Enterprise Technology Operations at eBay Inc. in San Jose, California, where he led [+]

Singhania, Sunil, CFA

Sunil Singhania, CFA

Reliance Capital Asset Management, Ltd.
12th Floor, Indiabulls Centre One
Jupiter Mills, Elphinstone Road
Mumbai Maharashtra, 400013 India

+91 (22) 3021 6758

Sunil Singhania, CFA, is chief investment officer - equity investments of Reliance Capital Asset Management Ltd., one of the largest asset managers in India. In this capacity, Mr. Singhania oversees nearly $7billion of equity assets primarily invested in [+]

Stout, Lynn

Lynn Stout

Cornell Law School
Myron Taylor Hall
Ithaca, NY 14853
United States

+1 (607) 255 8431

Lynn Stout is the Distinguished Professor of Corporate and Business Law at Cornell Law School. Professor Stout is an internationally recognized expert in corporate governance, financial regulation, and moral behavior. She has published numerous articles [+]

Trotsky, Michael G., CFA

Michael G. Trotsky, CFA

Massachusetts Pension Reserves Investment Management Board
84 State Street, 2nd Floor
Boston, MA 02109
United States

+1 (617) 946-8415

Michael G. Trotsky, CFA, is the executive director and chief investment officer of the Massachusetts Pension Reserves Investment Management (“PRIM”) Board, the entity responsible for investing the $59 billion Massachusetts pension fund, which contains [+]

Yu, Hua, CFA

Hua Yu, CFA

Morgan Stanley Huaxin Fund Management Company Ltd.
17F, Tower Two, Kerry Plaza
1 Zhongxinsi Road, Futian District
Shenzhen, P.R. China 518048

+86 (0) 755 8831 8801

Hua Yu, CFA, is board director and CEO at Morgan Stanley Huaxin Fund Management Co., Ltd., a joint venture that focuses on investing in stocks and bonds in China. Before his transfer to the joint venture in 2008, Dr. Yu served as Managing Director and [+]